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[@Spec_punter](/creator/twitter/Spec_punter)
"$NWM Took some $NWM today as a cheap #Gold stock 288k ounces #Gold at 1.07g/t ✅ On a mining lease✅ 50km from $CYL #Gold plant✅ Heap leach cashflow model being prepared✅ More drilling starting soon✅ 12.5M MC with 4M cash in bank✅ 288k ounces #Gold on mining lease✅"  
[X Link](https://x.com/Spec_punter/status/1977896141057601920) [@Spec_punter](/creator/x/Spec_punter) 2025-10-14T00:36Z 2794 followers, 3035 engagements


"This map clearly shows the $NWM #Gold resource in relation to the $CYL #Gold operation Surprised this is so cheap still given 288k ounces #Gold on a mining lease"  
[X Link](https://x.com/Spec_punter/status/1978204605008994388) [@Spec_punter](/creator/x/Spec_punter) 2025-10-14T21:01Z 2795 followers, XXX engagements


"$ADV What an acquisition 1.6M ounces at 3.28g/t #Gold ✅ 21M cash in bank ✅ At 20c its 47.9M MC ✅ Doing the peer comparisons - how much is 1.6M ounces of #Gold at over 3g/t worth Im getting some scary numbers 😂 Beautiful"  
[X Link](https://x.com/Spec_punter/status/1976444022408478943) [@Spec_punter](/creator/x/Spec_punter) 2025-10-10T00:25Z 2794 followers, 16.9K engagements


"@agroasx @YouTube Way too big for me mate for my opinion to matter normally Im only on 5M Mc or less stocks but had to change my strategy abit to undervalued resources trading at low EVs hence the #WR1 $VML types #WC8 huge EV & way out of my league"  
[X Link](https://x.com/Spec_punter/status/1976616598128750810) [@Spec_punter](/creator/x/Spec_punter) 2025-10-10T11:51Z 2794 followers, XXX engagements


"$TMS Interesting to see $TMS alliance partner $CUF attracting critical minerals & strategic defence department sector focused investor Mr Matthew August & others Will be interesting to see the bluebird #Gold & #Copper MRE when it comes There is no way no one is looking at this"  
[X Link](https://x.com/Spec_punter/status/1978274040411206103) [@Spec_punter](/creator/x/Spec_punter) 2025-10-15T01:37Z 2794 followers, 5325 engagements


"@BollingerBanter Nice $CST 😊 $VML turn soon"  
[X Link](https://x.com/Spec_punter/status/1974386492152897914) [@Spec_punter](/creator/x/Spec_punter) 2025-10-04T08:09Z 2792 followers, XXX engagements


"@agroasx @RemindMe_OfThis lol know I bought $VML for the same reason - one of the best deposits in the world & was valued near $X $ADV is trading below cash backing so its just a low risk high reward spot You brought up salary & winter conditions as negatives but I assume winter still existed at $2"  
[X Link](https://x.com/Spec_punter/status/1975434491423543761) [@Spec_punter](/creator/x/Spec_punter) 2025-10-07T05:34Z 2792 followers, XXX engagements


"#Oil Damn Ive been looking into #Oil lately & the algo has caught up with me I havent seen this kind of hate in a #Commodities sector for a while Every opinion is negative I have found in general no one actively down ramps their investments Very close to a bottom IMO"  
[X Link](https://x.com/Spec_punter/status/1979452573720678407) [@Spec_punter](/creator/x/Spec_punter) 2025-10-18T07:40Z 2795 followers, 2459 engagements


"$VML If looking for an undervalued #RareEarth play take a look at the $VML annual report Positive Chairmans address & IMO ground floor of a new beginning for the deposit Raised cash to US investors consolidated register & board restructure Solid T20 with Shenghe still in"  
[X Link](https://x.com/Spec_punter/status/1972580095182458911) [@Spec_punter](/creator/x/Spec_punter) 2025-09-29T08:31Z 2795 followers, 1952 engagements


"$CHR Taken a position in $CHR 4.5M MC 2.7M cash 77M SOI ✅ New MD holds XXX% ✅ #Lithium deposit 8.2Mt @ X% with another exploration target of 3-5Mt @ 1-1.4% ✅ $CXO own XX% & $RIO own 6%✅ $RIO funding exploration✅ Drilling planned soon✅ Looking for new acquisitions✅"  
[X Link](https://x.com/Spec_punter/status/1975016995453321700) [@Spec_punter](/creator/x/Spec_punter) 2025-10-06T01:55Z 2793 followers, 13.3K engagements


"@BollingerBanter $VML is coming"  
[X Link](https://x.com/Spec_punter/status/1975338535847927949) [@Spec_punter](/creator/x/Spec_punter) 2025-10-06T23:13Z 2792 followers, XXX engagements


"@PRICEisULTIMATE Missing something The US lab working on mets took XX% of the company & two board seats $VML"  
[X Link](https://x.com/Spec_punter/status/1975474270437556468) [@Spec_punter](/creator/x/Spec_punter) 2025-10-07T08:12Z 2791 followers, XXX engagements


"$VAR Looking for #Zinc exposure $VAR looks like a good play Looking to restart a high grade #Zinc mine in Spain Sitting at 7.5M MC & 2.5M cash ✅ Recent government support & approval of restoration plan good derisking Plus picking up some more licenses increasing scale"  
[X Link](https://x.com/Spec_punter/status/1976143736624251163) [@Spec_punter](/creator/x/Spec_punter) 2025-10-09T04:32Z 2793 followers, 2018 engagements


"@big_dog4006 #RareEarths tanked when $VML tried last time"  
[X Link](https://x.com/Spec_punter/status/1976473226877469169) [@Spec_punter](/creator/x/Spec_punter) 2025-10-10T02:21Z 2792 followers, XXX engagements


"$VAR If you have a spare hour on a Friday night lol Here is a recent investment webinar of #Zinc play $VAR 🤓 Good risk/reward entry at just 7M MC & 2.5M cash with a resource Variscan Mines (ASX:VAR) - Investor Webinar - XX August 2025 via @YouTube"  
[X Link](https://x.com/Spec_punter/status/1976602077699916065) [@Spec_punter](/creator/x/Spec_punter) 2025-10-10T10:53Z 2794 followers, 3720 engagements


"$CHR $CXO running today You would think that would be good for $CHR given their land is 50M from one of the $CXO best #Lithium deposits $CXO also tried to take $CHR over so it shows what they think of the land $CXO also own X% of $CHR Hopefully update soon on $CHR Low EV"  
[X Link](https://x.com/Spec_punter/status/1978671731624591537) [@Spec_punter](/creator/x/Spec_punter) 2025-10-16T03:57Z 2794 followers, 2057 engagements


"@agroasx I just added at 22c 😂 Not a day trade though mate so yeh not too worried about the share price pip by pip"  
[X Link](https://x.com/Spec_punter/status/1978970338437284284) [@Spec_punter](/creator/x/Spec_punter) 2025-10-16T23:44Z 2793 followers, XX engagements


"@alert_redshirt @Christophe_Qld @Franklin_FinAus"  
[X Link](https://x.com/Spec_punter/status/1979127901183181035) [@Spec_punter](/creator/x/Spec_punter) 2025-10-17T10:10Z 2795 followers, XX engagements


"@RushbrookSteven Yep 288k ounces #Gold on a mining lease next to $CYL for 13.5M MC & 4M cash 🤔 $NWM"  
[X Link](https://x.com/Spec_punter/status/1978296030253707682) [@Spec_punter](/creator/x/Spec_punter) 2025-10-15T03:05Z 2794 followers, XXX engagements


"#WR1 I never average up but have made an exception here on #WR1 The EV for one of the better #Lithium resources plus the holding in Power Metals is just too attractive to me down here Its actually 40M in cash & investments now trading at 58M MC 😂"  
[X Link](https://x.com/Spec_punter/status/1978971688923500594) [@Spec_punter](/creator/x/Spec_punter) 2025-10-16T23:49Z 2794 followers, 4056 engagements


"@markones111_ Ill take a look mate Ive placed my bets on #88E for now"  
[X Link](https://x.com/Spec_punter/status/1979457322348077376) [@Spec_punter](/creator/x/Spec_punter) 2025-10-18T07:59Z 2795 followers, XXX engagements


"@Sharetrader78 @ImmaYieldGuy Not for everyone mate Ive just started accumulating #88E only for a few reasons Heaps of cash & low EV with a 60M farm out already Market cap only 23M so seems silly to me"  
[X Link](https://x.com/Spec_punter/status/1979476864856191065) [@Spec_punter](/creator/x/Spec_punter) 2025-10-18T09:17Z 2795 followers, XXX engagements


"$CST Can $CST just do some infill drilling for me please 30.4M @ 36.50g/t #Gold from 506.5M 7M @ 125.93g/t #Gold from 542M 20M @ 32.61g/t #Gold from 469M 10M @ 47.97g/t #Gold from 471M 21M @ XXXX% #Copper from 469M 27M @ XXXX% #Copper from 429M 18M MC with 4M cash 😍"  
[X Link](https://x.com/Spec_punter/status/1967841994556018958) [@Spec_punter](/creator/x/Spec_punter) 2025-09-16T06:44Z 2794 followers, XXX engagements


"$LDR Im wondering how long the market is going to ignore $LDR here Holds 115M $RCM shares valued at 8M at 7c per share 6M in cash High grade #Silver & #Anitmony project in Tasmania pending assays Sinking diamond holes into past producing #Antimony mine near $LRV 30M MC"  
[X Link](https://x.com/Spec_punter/status/1970273391526732109) [@Spec_punter](/creator/x/Spec_punter) 2025-09-22T23:45Z 2795 followers, 6645 engagements


"@10k21mil Well its worth 8M bucks in $RCM shares & 3.75M cash plus the #Silver project in Tasmania"  
[X Link](https://x.com/Spec_punter/status/1970317424877805833) [@Spec_punter](/creator/x/Spec_punter) 2025-09-23T02:40Z 2794 followers, XXX engagements


"$APC Added some $APC as a shell play Clearly states they are looking for new acquisitions ✅ Mark Creasy on the register with Yandal Investments putting in last rights issue ✅ Does have a #Gold project in Laverton ✅ 2.9M MC 500k cash Looking at a raise plus acquisition"  
[X Link](https://x.com/Spec_punter/status/1972832895132893196) [@Spec_punter](/creator/x/Spec_punter) 2025-09-30T01:16Z 2795 followers, 1145 engagements


"$APC Going through the $APC annual report Firstly good to see Mark Creasy still holds XXX% through Yandal Investments Secondly good to see a strong focus on new acquisitions Hopefully can pick up a good project via Creasy connections 2.9M MC 500k cash #Gold projects 🧐"  
[X Link](https://x.com/Spec_punter/status/1972957419564376480) [@Spec_punter](/creator/x/Spec_punter) 2025-09-30T09:31Z 2795 followers, 1591 engagements


"$VML #REMX the #RareEarths index up XXXX% Friday night & plenty of talk $VML one of the best #RareEarths deposit in the world just sitting there in Canada trading at 30M MC Not a soul talking about it yet talking about stocks with dirt its amazing but it will change"  
[X Link](https://x.com/Spec_punter/status/1974750826465009764) [@Spec_punter](/creator/x/Spec_punter) 2025-10-05T08:17Z 2794 followers, 6063 engagements


"$VML Finally #RareEarths The one that actually has a deposit in North America 😂 The hate has been legendary So undervalued to peers in the #RareEarths space Compare it yourself with $PEK $LIN $ARU & dont get me started on the ppm stuff"  
[X Link](https://x.com/Spec_punter/status/1975407748771971199) [@Spec_punter](/creator/x/Spec_punter) 2025-10-07T03:48Z 2794 followers, 3445 engagements


"$ADV $ADV in halt for major #Gold acquisition & capital raising ✅ Currently 11.8M MC with 11.3M cash ✅ Sometimes you need a bit of luck"  
[X Link](https://x.com/Spec_punter/status/1975693482099605724) [@Spec_punter](/creator/x/Spec_punter) 2025-10-07T22:43Z 2794 followers, 2921 engagements


"@yuanyicaonimei Hey mate just asking for honest thoughts as I have absolutely no idea. Have any thoughts on $VML & why its capped so low I cant work it out how it can be upwards of 15x cheaper"  
[X Link](https://x.com/Spec_punter/status/1976132836911612029) [@Spec_punter](/creator/x/Spec_punter) 2025-10-09T03:49Z 2794 followers, XXX engagements


"$VML Full clean out of the board now over at $VML with the chairman departing Fresh faces with skin in game & new start US funds & board representation ✅ Refreshed board & funds to drive development of one of the highest grade #RareEarth projects in western world 38M MC"  
[X Link](https://x.com/Spec_punter/status/1976409572605939863) [@Spec_punter](/creator/x/Spec_punter) 2025-10-09T22:08Z 2794 followers, 1912 engagements


"$VML sellers getting punished accordingly"  
[X Link](https://x.com/Spec_punter/status/1976454191565713528) [@Spec_punter](/creator/x/Spec_punter) 2025-10-10T01:06Z 2794 followers, XXX engagements


"Thanks mate I would have a few favourite plays mainly based on appearing to be significantly undervalued to peers & lowish downside risk $VML seems undervalued to peers in the #RareEarths space #WR1 with 40M cash & investments & trading at 60M MC for one of the better #Lithium deposits seems undervalued $CHR probably my fav just because is what I love to do the most with real small caps - trading at so low EV with cash $VAR does look good for #Zinc exposure & now $ADV looks very undervalued for 1.6M ounces #Gold at 60M MC or so"  
[X Link](https://x.com/Spec_punter/status/1976822346800619687) [@Spec_punter](/creator/x/Spec_punter) 2025-10-11T01:29Z 2794 followers, XXX engagements


"$VML With the news overnight that China is tightening #RareEarths export rules I wonder if $VML gets some love I have no idea what will happen on Monday but $VML just looks so cheap to peers 42M MC for 192.7Mt @ XXX% #TREO with 636000t #NdPr in Canada"  
[X Link](https://x.com/Spec_punter/status/1976885527162102098) [@Spec_punter](/creator/x/Spec_punter) 2025-10-11T05:40Z 2794 followers, 3977 engagements


"@lord_manky @Matthew89246357 You would think mate all these specs running on the #RareEarths theme dont even have anything & have higher market caps than $VML - its wild lol"  
[X Link](https://x.com/Spec_punter/status/1976919810840920283) [@Spec_punter](/creator/x/Spec_punter) 2025-10-11T07:56Z 2794 followers, XXX engagements


"@EVCurveFuturist @lord_manky @Matthew89246357 Very hard question mate Im obsessed with potential downside so probably $CHR as the risk at this market cap is so low although $VML has a world class resource trading 10x plus cheaper to peers but Im just personally more comfortable with low EVs Love them both though 😂"  
[X Link](https://x.com/Spec_punter/status/1976963645398761701) [@Spec_punter](/creator/x/Spec_punter) 2025-10-11T10:50Z 2794 followers, XXX engagements


"@realTimHack @WVerily You better have $VML on this list in Canada 😂 current MC is wild lol"  
[X Link](https://x.com/Spec_punter/status/1977152411866481095) [@Spec_punter](/creator/x/Spec_punter) 2025-10-11T23:20Z 2794 followers, 1583 engagements


"$VML #RareEarth peer comparisons $VML 192.7Mt @ XXX% TREO -42M MC $PEK 214.4Mt @ XXXX% TREO -240M MC $LIN 261Mt @ XXXX% TREO -590M MC $ARU 55.9Mt @ XXX% TREO -865M MC $MP 43Mt @ XXXX% TREO -14B US MC $ETM 369Mt @ XXXX% TREO -159M MC $PRE 314Mt @ XXXX% TREO -830M MC 🤔"  
[X Link](https://x.com/Spec_punter/status/1977238964269727987) [@Spec_punter](/creator/x/Spec_punter) 2025-10-12T05:04Z 2794 followers, 5364 engagements


"$VML Is today the day the market wakes up to $VML End of the day what do you want A patch of dirt with a few samples & no drill holes for 25-150M MC or an actual high grade #RareEarths deposit in North America Hasnt everyone played this game before We know how it ends"  
[X Link](https://x.com/Spec_punter/status/1977503870806004121) [@Spec_punter](/creator/x/Spec_punter) 2025-10-12T22:37Z 2794 followers, 4635 engagements


"$VML The discount $VML is trading at to its #RareEarths peers is just getting crazier & crazier In my opinion its just going to take one announcement/update & people are going to find it 192.7Mt @ XXX% TREO with 636000t NdPr in North America still currently trading at 47M MC"  
[X Link](https://x.com/Spec_punter/status/1977845110793789463) [@Spec_punter](/creator/x/Spec_punter) 2025-10-13T21:13Z 2794 followers, 3241 engagements


"@BhagCapital None of the hard rock ones like $LIN $MP etc have high Dy/tbs"  
[X Link](https://x.com/Spec_punter/status/1977848804847321238) [@Spec_punter](/creator/x/Spec_punter) 2025-10-13T21:27Z 2795 followers, XXX engagements


"Yeh Im just comparing $VML to hard rock projects & its very similar. Thats crazy to me given there is hard rock projects actually in production outside China There are no clays outside China & dont forget China have lepidolite projects up & running - something we cant do We will see"  
[X Link](https://x.com/Spec_punter/status/1977852075762684153) [@Spec_punter](/creator/x/Spec_punter) 2025-10-13T21:40Z 2794 followers, XXX engagements


"$VML $VML 40c They coming for her now #RareEarths"  
[X Link](https://x.com/Spec_punter/status/1977893347491500060) [@Spec_punter](/creator/x/Spec_punter) 2025-10-14T00:24Z 2794 followers, 2920 engagements


"$VML $VML raising an additional 5.6M through existing holders Good to get more money & going to existing big holders of the company although its decent dilution at 10.5c #RareEarths"  
[X Link](https://x.com/Spec_punter/status/1978227574816866576) [@Spec_punter](/creator/x/Spec_punter) 2025-10-14T22:33Z 2794 followers, 1493 engagements


"#88E You know I love hate Sale of Longhorn for US$3.25M ✅ $60M farm out deal for Project Phoenix work expected next year ✅ Looking to farm out Leonis project with 664Mbbls to #88E ✅ Highly prospective #Oil asset PEL XX in Namibia ✅ 23M MC 11M cash ✅ Max pain here"  
[X Link](https://x.com/Spec_punter/status/1978314071637402092) [@Spec_punter](/creator/x/Spec_punter) 2025-10-15T04:16Z 2794 followers, 1389 engagements


"@cowboybeeshop I preferred $VML at 12M MC for one of the better REE resources in the world in North America - I would have no idea how to value $LYC 😂"  
[X Link](https://x.com/Spec_punter/status/1978399558721007657) [@Spec_punter](/creator/x/Spec_punter) 2025-10-15T09:56Z 2794 followers, XXX engagements


"#88E Been buying #88E Just buying hate hated stock in hated #Oil sector Capital structure more reasonable now after the consolidation & removing the less than $XXX parcels Has a 60M farm out on one #Oil prospect whilst in farm out process for the other 23M MC 11M cash ✅"  
[X Link](https://x.com/Spec_punter/status/1978978941147779427) [@Spec_punter](/creator/x/Spec_punter) 2025-10-17T00:18Z 2794 followers, XXX engagements


"@PhiPho @jtourzan @SpEc_Hunter Spec punter mate I am a punter 😂"  
[X Link](https://x.com/Spec_punter/status/1979015693673574855) [@Spec_punter](/creator/x/Spec_punter) 2025-10-17T02:44Z 2795 followers, XX engagements


"$COD Informative interview with $COD if interested Streamlined project using just the #Copper & #Silver generating pre tax NPV of 1.8B & IRR of XX% at spot 28M MC Coda Minerals (ASX:COD) - XX% Recovery Rate Transforms Copper Project In. via @YouTube"  
[X Link](https://x.com/Spec_punter/status/1962655031943127119) [@Spec_punter](/creator/x/Spec_punter) 2025-09-01T23:13Z 2795 followers, XXX engagements


"#M2M I had a crack using grok to estimate the MRE Im waiting on for the #M2M Golden Crown #Gold deposit It came up with 52k ounces #Gold at 12g/t Yes 12g/t #Gold How many 12g/t open pits are there in WA currently #M2M currently trading at 6.5M MC See how market reacts"  
[X Link](https://x.com/Spec_punter/status/1977557806770458679) [@Spec_punter](/creator/x/Spec_punter) 2025-10-13T02:11Z 2795 followers, 2736 engagements


"@NickSilver77 @theojessreborn Yep 23M MC with probably around 11-12M cash after last asset sale & they have a 60M farm out lol & another farm out process on going Love the setup after consolidation & $XXX parcel thing plus all time lows 😊"  
[X Link](https://x.com/Spec_punter/status/1979706294597767660) [@Spec_punter](/creator/x/Spec_punter) 2025-10-19T00:28Z 2795 followers, XX engagements